Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Macro Review: 1Q 2025
April 8, 2025, 3:01 p.m.
Why I've Doubled Down on $FG
March 29, 2025, 7:14 p.m.
Tariffs, the Economy, & Updating My Valuations
March 23, 2025, 11:37 a.m.
What Industries Am I Concentrating On?
Feb. 17, 2025, 6:11 p.m.
Going Deeper on Housing
Feb. 2, 2025, 8:15 p.m.
My Research Recipe (Utilities & Builders)
Dec. 1, 2024, 7:13 p.m.
Building Industry Watchlists
Nov. 23, 2024, 6:29 p.m.
Ranking Quality Assets (Miners & REITs)
Nov. 1, 2024, 8:08 p.m.
New Template, New Approach
Oct. 20, 2024, 8:05 p.m.
Return of the Jedi
Sept. 14, 2024, 5:20 a.m.
Midas Investing Live Stream
Sept. 7, 2024, 6:41 a.m.
This Naval Novelty - Mastercraft Boating - $MCFT
April 27, 2024, 2 p.m.
Are My Valuation Models Any Good?
April 17, 2024, 7 p.m.
Using Comparable Pricing to Find Small Caps
April 13, 2024, 5 p.m.
Are Things Trending Upward?
April 6, 2024, 7:01 p.m.
My Pricing Analysis Process (Relative Valuation)
April 6, 2024, 6:15 p.m.
Midas on the Move
March 24, 2024, 10:24 p.m.
Markets on the Move
March 10, 2024, 6 p.m.
Amplifying Agriculture - Mosaic - $MOS
Feb. 27, 2024, 8 p.m.
Tracking Global Headwinds
Feb. 11, 2024, 11:08 p.m.
Turnover at the Top - Heidrick & Struggles - $HSII
Feb. 1, 2024, 5 a.m.
Monitoring Markets & The Economy
Jan. 28, 2024, 7 p.m.
My Value Process
Jan. 15, 2024, 11:13 p.m.
Merging of Metals - Silvercorp - $SVM
Jan. 14, 2024, 9:23 p.m.
Panning for Golden Stocks
Jan. 6, 2024, 7:16 p.m.